Chad Jacob Mcwhorter
Investment adviser representative at Hantz Financial Services, Inc.
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hantz Financial Services, Inc.Aug 2019 to now
- Center for Career ServicesAug 2018 to May 2019
- John Carroll UniversityAug 2016 to May 2020
- Colonial PharmacyAug 2016 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (OH, RI).
Hantz Financial Services, Inc.
$10BAssets managed
24,070Clients
397Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7172089
- Firm CRD
- 46047